金吾财讯 | 网易(NTES)盘前涨超1%，截至发稿，报141.73美元。招银国际研表示，3Q25中国网络游戏市场营收同比下降4%至880亿元，主要受高基数效应影响，去年上线的《DnF手游》和《黑神话：悟空》营收回归常态(数据来源：伽马数据)。9M25中国网络游戏市场营收同比增长7%至2560亿元，主要得益于常青游戏稳健表现以及《三角洲行动》、《燕云十六声》等新游的增量贡献。游戏版号审批速度有所加速，2025年至今已有1441款游戏获批，已超过2024年全年审批数量(1417款)。得益于产品创新、更友好的监管环境及海外市场机遇，该机构看好2H25以及2026年网络游戏行业前景。游戏行业内该机构首选腾讯(00700)和网易，主因两家公司2026年优质的游戏储备及良好的游戏运营能力。
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